Why We Continue Fighting to End Alzheimers As many of you know, it’s around this time of year when we start raising additional awareness and funds for our annual walk to end Alzheimer’s. Not only is this a cause that some of us feel passionately…
One source of financial risk that older Americans face is high health care expenses. Although the largest share of these expenses is due to predictable insur- ance premiums, retirees can pay sizable additional out-of-pocket costs as well.1 Medicare and Medicaid help reduce this risk, but…
How to Navigate the Age of Internet Scams and Identity Theft Protecting your money and identity has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed on it. But,…
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on…
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or…
At a time when recession dominates investment conversations, the consistent strength in the U.S. labor market should be viewed as a bright spot. The June jobs report painted a picture of consistency and strength in the labor market. The U.S. economy added 372K new jobs,…
A Letter to Our Clients We wanted to take a moment to address some of the stress you may be experiencing due to what we’re currently seeing in the markets. Please know that fluctuations similar to this are normal and that your financial plan was…
We know that lately, the subject of inflation and a possible market recession has been widely discussed. While the past year hasn’t been easy for investors, it’s important to remember that corrections happen and with that being said, stocks historically have done well after corrections….
Remembering Memorial Day Many of us look forward to Memorial Day as we look forward to any other Holiday. It often means a day off of work, barbecue cookouts, family and friend events, traveling, and the start of good weather for the summer months. But…
Our client Steve is a great example of taking life by the reins and using your post-career years to fill your days with your own version of paradise. When we called Steve for his interview, he was sitting in his own little slice of…